ZWJ Investment Counsel’s Schwab 1000 Index ETF SCHK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-9,402
Closed -$201K 185
2021
Q2
$201K Sell
9,402
-1,500
-14% -$32.1K 0.01% 165
2021
Q1
$215K Hold
10,902
0.01% 164
2020
Q4
$204K Buy
+10,902
New +$204K 0.01% 160